LPLA vs LYB

Comparison between LPL Financial Holdings Inc (LPLA, Company) and LyondellBasell Industries NV - Class A (LYB, Company).

LPLA is from the Financial Services sector, while LYB is from the Basic Materials sector.

5-Year PerformanceLPLA has outperformed LYB, delivering a return of +14.6% compared to -2.2%

LPLA vs LYB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LPLA(COMPANY)	LYB(COMPANY)
Market Cap	$23B	$23B
Max Drawdown	70.50%	71.27%
Sharpe Ratio	-0.73	0.74
5Y Beta	1.12	0.80
Industry	Capital Markets	Specialty Chemicals
P/E Ratio	24.12	-29.04
Forward P/E	11.40	9.17
PEG Ratio	0.43	1.53
Dividend Yield	0.42%	6.57%
5Y Dividends CAGR	8.45%	14.28%
5Y EPS CAGR	13.86%	N/A
Debt to Equity	126.32%	2.25%
Free Cash Flow Yield	-4.74%	3.95%
P/S Ratio	1.27	0.78
P/B Ratio	3.99	2.35

Market Cap

LPLA

$23B

Winner

LYB

$23B

Max Drawdown

Winner

LPLA

70.50%

LYB

71.27%

Sharpe Ratio

LPLA

-0.73

Winner

LYB

0.74

5Y Beta

LPLA

1.12

Winner

LYB

0.80

Industry

LPLA

Capital Markets

LYB

Specialty Chemicals

P/E Ratio

LPLA

24.12

Winner

LYB

-29.04

Forward P/E

LPLA

11.40

Winner

LYB

9.17

PEG Ratio

Winner

LPLA

0.43

LYB

1.53

Dividend Yield

LPLA

0.42%

Winner

LYB

6.57%

5Y Dividends CAGR

LPLA

8.45%

Winner

LYB

14.28%

5Y EPS CAGR

LPLA

13.86%

LYB

N/A

Debt to Equity

LPLA

126.32%

Winner

LYB

2.25%

Free Cash Flow Yield

LPLA

-4.74%

Winner

LYB

3.95%

P/S Ratio

LPLA

1.27

Winner

LYB

0.78

P/B Ratio

LPLA

3.99

Winner

LYB

2.35

LPLA vs LYB - Historical Returns

Returns include dividend reinvestment.

Period	LPLA	LYB
1 month	-11.66%	-1.89%
3 months	-9.75%	+25.12%
6 months	-16.25%	+62.80%
1 year	-23.59%	+35.39%
5 years(CAGR)	+14.63%	-2.20%
10 years(CAGR)	+28.90%	+5.99%
Max(CAGR)	+17.12%	+14.94%

LPLA

-11.66%

Winner

LYB

-1.89%

LPLA

-9.75%

Winner

LYB

+25.12%

LPLA

-16.25%

Winner

LYB

+62.80%

LPLA

-23.59%

Winner

LYB

+35.39%

5Y(CAGR)

Winner

LPLA

+14.63%

LYB

-2.20%

10Y(CAGR)

Winner

LPLA

+28.90%

LYB

+5.99%

Max(CAGR)

Winner

LPLA

+17.12%

LYB

+14.94%

LPLA vs LYB - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	LPLA	LYB
2026	-20.33%	+59.73%
2025	+9.26%	-34.63%
2024	+42.17%	-18.65%
2023	+5.39%	+19.30%
2022	+33.43%	-1.84%
2021	+55.94%	+7.81%
2020	+12.56%	+3.25%
2019	+51.80%	+39.13%
2018	+8.40%	-23.00%
2017	+64.14%	+32.01%
2016	-13.85%	+2.56%
2015	-2.51%	+12.25%
2014	-3.43%	+3.67%
2013	+65.69%	+39.64%
2012	-2.00%	+86.98%
2011	-12.66%	+9.90%
2010	+13.13%	+56.36%

LPLA vs LYB Drawdown Comparison

The maximum drawdown for LPLA was -69.32%, occurring on Feb 12, 2016. Recovery took 888 trading sessions.

The maximum drawdown for LYB was -63.26%, occurring on Mar 16, 2020. Recovery took 289 trading sessions.

The current LPLA drawdown is -27.67%. The current LYB drawdown is -23.12%.

Rank	LPLA	LYB
#1	-69.32% Mar 20, 2014 - Sep 27, 2017	-63.26% Nov 7, 2019 - Dec 31, 2020
#2	-60.33% Jan 16, 2020 - Dec 3, 2020	-55.33% Apr 3, 2024 - Nov 6, 2025
#3	-33.78% May 2, 2011 - Mar 15, 2012	-46.74% May 2, 2011 - Jan 17, 2012
#4	-33.18% Jun 20, 2024 - Nov 6, 2024	-37.90% Sep 5, 2014 - Oct 30, 2017
#5	-32.61% Nov 8, 2022 - Feb 26, 2024	-34.83% Jun 7, 2022 - Mar 27, 2024
#6	-30.11% Apr 3, 2012 - May 9, 2013	-34.78% Apr 29, 2010 - Sep 27, 2010
#7	-28.68% Jul 30, 2025 - May 20, 2026	-32.83% Jan 26, 2018 - Nov 4, 2019
#8	-26.06% May 22, 2018 - Feb 1, 2019	-25.84% Jun 3, 2021 - May 4, 2022
#9	-26.02% Feb 19, 2025 - May 13, 2025	-18.77% Feb 13, 2012 - Aug 3, 2012
#10	-24.69% Feb 9, 2022 - Apr 8, 2022	-15.15% Mar 20, 2013 - May 16, 2013
#11	-23.36% Apr 19, 2022 - Aug 4, 2022	-13.56% Jan 12, 2021 - Feb 19, 2021
#12	-18.87% Jul 24, 2019 - Nov 7, 2019	-12.88% Oct 17, 2012 - Dec 7, 2012
#13	-18.45% Apr 30, 2021 - Sep 27, 2021	-9.75% Jan 31, 2013 - Mar 8, 2013
#14	-14.36% Mar 16, 2018 - May 8, 2018	-8.96% May 4, 2022 - May 27, 2022
#15	-12.71% Feb 19, 2019 - May 3, 2019	-8.47% Jan 15, 2014 - Feb 13, 2014

Correlation

Correlation between LPLA and LYB is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2011 - 2026)

LPLA vs LYB dividend yield comparison.

Year	LPLA	LYB
2026	0.10%	0.98%
2025	0.34%	12.59%
2024	0.37%	7.10%
2023	0.53%	5.20%
2022	0.46%	11.92%
2021	0.62%	4.81%
2020	0.96%	4.58%
2019	1.08%	20.27%
2018	1.64%	4.81%
2017	1.75%	3.22%
2016	2.84%	3.88%
2015	2.34%	3.50%
2014	2.15%	3.40%
2013	1.38%	2.49%
2012	7.95%	7.36%
2011	0.00%	15.54%